Stay updated with breaking news from Dynamic Planner. Get real-time updates on events, politics, business, and more. Visit us for reliable news and exclusive interviews.
Advisers who are part of the Quilter Financial Planning network will now have access to Dynamic Planner after the two organisations agreed a long-term partnership.
Dynamic Planner (DP) and Quilter Financial Planning (QFP) have entered into a long-term partnership agreement. DP already works closely with Quilter Investors, Quilter Cheviot and the customer proposition team.
Dynamic Planner has appointed Michael Whitfield as its new board chair following FPE’s investment last year. He replaces Neil Brown who has held the role for several years.
Over the years there have been 17 winners who were all lucky enough to hear the words: 'You're hired!'
Financial advisers must rethink their decumulation strategy as recent market troubles have upset the traditional equity and bond portfolio model.